目前，京东互联网医院肿瘤专科已全面升级，通过权威三甲医院专家团队与AI智能技术结合，构建"筛 查、诊断、治疗、随访"一体化服务体系。据悉，该肿瘤专科已有3万余名三甲医院权威专家。 会上，京东健康分别与广州医科大学附属第一医院、中山大学孙逸仙纪念医院、北京大学肿瘤医院进行 AI专病课题合作签约。聚焦消化道肿瘤、前列腺癌及呼吸系统等方向，京东健康将基于京医千询大模 型技术能力，携手三大医疗机构围绕AI在影像识别、病情动态监测与辅助诊疗等方面的创新应用与前 沿进展进行深度合作。 新浪科技讯 12月14日上午消息，昨日，在2025肿瘤防治新进展大会上，京东健康与中国抗癌协会共同 发起"肿瘤整合防治工程（2025-2030）"，构建"防-筛-诊-治-康"全流程体系，将AI等前沿技术深度融合 于临床实践，探索肿瘤防治的中国路径。 针对肿瘤科普内容真伪难辨、大众对肿瘤早筛重视不足等痛点，京东健康与中国抗癌协会将推出肿瘤防 治科普行动；围绕医疗资源均衡可及、基层医院专科建设等需求，双方将推出肿瘤医生赋能计划；此 外，双方还将开展肿瘤康复技术产学研合作。 京东健康医疗及AI应用平台部负责人表示，京东健康依托京医千询大模型，全面 ...

Group 1 - The core point of the news is that southbound funds have significantly reduced their holdings in JD Health, with a total net reduction of 704.93 million shares over the last five trading days and 1,253.46 million shares over the last 20 trading days [1] - As of now, southbound funds hold 267 million shares of JD Health, which accounts for 8.32% of the company's total issued ordinary shares [1] Group 2 - JD Health is primarily an investment holding company that provides pharmaceutical and health products, internet medical health services, health management, and smart medical health solutions [2] - The company's business includes retail pharmacy and medical health services, with retail pharmacy operations conducted through self-operated and online platforms as well as instant retail channels [2] - Medical health services are mainly provided through internet hospitals and medical large models, and the company also offers online marketing services such as advertising [2]

Group 1 - The core viewpoint of the article highlights the approval of Novartis' innovative drug, Noreda® (Acrylamide Hydrochloride Tablets), as the first non-immunosuppressive therapy for IgA nephropathy in China, addressing a significant treatment gap in this area [1][3] - IgA nephropathy is prevalent among young adults in China, particularly those aged 20 to 30, with a high risk of progression to kidney failure if not effectively managed [1] - The drug is expected to be used in conjunction with existing standard treatments, providing new options for long-term disease management for patients [1][3] Group 2 - JD Health will leverage its robust pharmaceutical health service ecosystem to deepen its focus on chronic disease management, particularly in kidney diseases [1] - The collaboration with a leading global pharmaceutical company like Novartis aims to introduce cutting-edge therapeutic drugs and comprehensive digital health management solutions for patients [1][3] - JD Health's capabilities in supply chain fulfillment and professional pharmacist services will enhance the accessibility and precision of innovative drugs reaching patients nationwide [3]

Core Insights - Novartis has launched its innovative drug, Noreda (Acrylamide Hydrochloride Tablets), on JD Health, marking it as the first approved non-immunological therapy for adult patients with primary IgA nephropathy in China [1][2] - The drug is a highly selective endothelin A (ETA) receptor antagonist, filling a significant gap in non-hormonal basic treatments for this condition [2] Group 1 - Noreda is designed to reduce the risk of rapid disease progression in IgA nephropathy patients, which is prevalent among young adults aged 20 to 30 in China [1] - Clinical studies indicate that approximately 50% of IgA nephropathy patients with persistent proteinuria may progress to renal failure within 10 to 20 years if not effectively managed [1] - The collaboration between JD Health and Novartis aims to enhance the accessibility and precision of innovative treatments for patients nationwide [1][2] Group 2 - JD Health plans to deepen its focus on chronic disease management, particularly in kidney diseases, by leveraging its robust healthcare service ecosystem [2] - The introduction of Noreda is expected to provide new options for long-term disease management alongside existing standard treatments [2] - JD Health aims to offer comprehensive digital health management solutions for patients, improving the quality of life for those with kidney diseases and other chronic conditions [2]

Core Viewpoint - Novartis has launched its innovative drug, Noreida® (Acrylamide Hydrochloride Tablets), on JD Health, marking a significant advancement in the treatment of IgA nephropathy in adult patients in China [1][2]. Group 1: Product Launch and Significance - Noreida® is the first approved non-immunotherapy for reducing the risk of rapid disease progression in adult patients with IgA nephropathy in China [1]. - It is currently the only high-selective endothelin A (ETA) receptor antagonist for this indication in the country [1]. - The drug fills a gap in non-hormonal foundational treatments for this condition, providing a new option for clinicians to manage the disease alongside existing standard treatments [2]. Group 2: Market and Patient Impact - IgA nephropathy is a common primary glomerular disease prevalent among young adults in China, particularly those aged 20 to 30 [1]. - If not effectively controlled, approximately 50% of patients with persistent proteinuria may progress to renal failure within 10 to 20 years post-diagnosis, necessitating lifelong dialysis or kidney transplantation [1]. - JD Health aims to leverage its supply chain capabilities and professional pharmacist services to ensure that innovative drugs like Noreida® reach patients more quickly and effectively across the country [1]. Group 3: Future Directions - JD Health plans to deepen its collaboration with leading global pharmaceutical companies like Novartis to introduce cutting-edge treatment options and focus on comprehensive digital health management solutions for chronic diseases, including kidney diseases [2]. - This strategy aims to enhance the quality of life for patients with kidney diseases and a broader population suffering from chronic conditions [2].

Core Insights - The 2025 Medical Value Healthcare Conference and the 6th Taishan Award Ceremony were recently held in Shanghai, focusing on the theme of "AI-driven diagnostic transformation and industry integration" [1] - JD Health showcased its breakthrough achievements in the medical AI field, particularly through its "Jingyi Qianxun" medical model, which emphasizes collaborative innovation and aims to address the challenges of medical accessibility [1] Group 1: Technological Advancements - "Jingyi Qianxun" has achieved comprehensive integration of information from text to imaging, enabling precise extraction of key information from medical records and orders, and constructing complete health profiles [2] - The model demonstrates advanced pixel-level image analysis capabilities, accurately identifying anatomical structures or lesions in medical images, including MRI, endoscopy, and ultrasound [2] - The multi-modal reasoning ability of "Jingyi Qianxun" simulates human diagnostic logic, allowing for reliable diagnostic outputs even from complex medical test results [2] Group 2: Performance Metrics - In authoritative assessments, "Jingyi Qianxun" has shown outstanding performance, achieving 99% in medical calculation ability, 91% in medical Q&A ability, and 91% in text summarization ability, placing it at the forefront of the industry [2] - The model has been validated against a comprehensive evaluation set based on clinical task data from JD Internet Hospital, confirming its leading capabilities in core medical functions [2] Group 3: Future Directions - "Jingyi Qianxun" has evolved from a general base model to a comprehensive model and then to specialized models for specific diseases, reflecting JD Health's long-term commitment to specialized fields [3] - The company plans to continue developing specialized models through technological innovation to enhance medical accessibility, professionalism, and efficiency, aiming to extend quality medical resources to a broader population [3]

Market Overview - Hong Kong stocks opened positively with the Hang Seng Index up by 0.9%, the National Enterprises Index up by 0.88%, and the Hang Seng Technology Index up by 1.02% [1] - The market sentiment remains cautious, with expectations that the index will continue to fluctuate between 25,200 and 26,200 points [3] Company Updates - Zijin Mining (02899) saw a rise of 3.51%, while China Hongqiao (01378) increased by 3.32%, JD Health (06618) by 3.2%, Sands China (01928) by 2.36%, and NetEase (09999) by 1.91% [1] - Conversely, Henderson Land Development (00012) fell by 1.03%, Li Ning (02331) by 0.75%, and Hansoh Pharmaceutical (03692) by 0.65% [1] Bond Issuance - Zhaojin Mining (01818) opened high at 1.97% and announced the issuance of technology innovation convertible bonds amounting to 800 million RMB, which is 53.3% of the planned issuance of up to 1.5 billion RMB. The bonds have a two-year term and a coupon rate of 2.2% [1] Shareholder Activity - Leap Motor (09863) opened up by 1.63% as the Chairman and CEO Zhu Jiangming, along with shareholder Fu Liqian, purchased a total of 2.1506 million H shares at an average price of approximately 50.51 RMB, totaling over 100 million RMB. This increases their combined holdings to 23.75% of the total issued shares [2] - Red Star Macalline (01528) opened down by 0.84% after shareholders Taobao Holdings and New Retail Fund reduced their holdings by 30.616 million H shares, representing 0.7% of the current total share capital [2]

Group 1 - The Hong Kong stock market opened with the Hang Seng Index rising by 0.9% and the Hang Seng Tech Index increasing by 1.02% [1] - Contemporary Amperex Technology Co., Ltd. (宁德时代) saw its stock price increase by nearly 3% [1] - JD Health (京东健康) experienced a stock price rise of over 3% [1]

Core Insights - The National Medical Products Administration announced a complete ban on the production of mercury thermometers and sphygmomanometers starting January 1, 2026, leading to a significant market response [1] - The transition from mercury-based devices has been planned since China joined the Minamata Convention on Mercury in 2017, with a clear roadmap for phasing out these products [1] - The sales of electronic thermometers and blood pressure monitors have surged, with electronic thermometer sales increasing over 100% year-on-year and electronic blood pressure monitors up by 50% [1] Market Trends - The search volume for thermometers on JD Health has significantly increased in the past week, indicating a shift in consumer behavior towards safer and smarter home monitoring solutions [1] - Among the alternatives to mercury thermometers, non-mercury glass thermometers, ear thermometers, and forehead thermometers have emerged as the three main categories [1] - Non-mercury glass thermometers cater to traditional users who prioritize safety and cost-effectiveness, while multifunctional ear thermometers are favored by families with infants for their quick measurement capabilities [1] - Forehead thermometers are preferred for their non-contact and high-efficiency features, appealing to users focused on convenience and public health scenarios [1] Product Innovations - Omron launched a new ear thermometer on JD Health, featuring a no-ear-cap design, 1-second measurement, and high fever alerts, quickly gaining market attention [2] - JD Health offers services such as 211 same-day delivery and a 180-day exchange policy for electronic thermometers, addressing consumer needs during peak flu seasons [2] - The policy-driven upgrade trend in health monitoring devices reflects an increase in public health awareness and indicates a shift towards more professional and intelligent home health monitoring solutions [2] - JD Health aims to leverage data insights, product supply, and service innovation to support the development of a more secure and intelligent family health management ecosystem [2]

Core Insights - The National Medical Products Administration announced a ban on the production of mercury thermometers and sphygmomanometers starting January 1, 2026, leading to a significant increase in demand for alternative health monitoring devices [1][4] - The market has seen a surge in electronic thermometer sales, with a year-on-year increase of over 100%, and electronic blood pressure monitors growing by 50% [1] - The transition away from mercury devices has been planned since China joined the Minamata Convention on Mercury in 2017, allowing for a gradual phase-out and providing consumers with ample time to adapt [1] Market Trends - The search volume for thermometers on JD Health has surged, indicating a shift towards safer and smarter home monitoring solutions [1] - Among the alternatives to mercury thermometers, non-mercury glass thermometers, ear thermometers, and forehead thermometers have emerged as the three main categories [1] - Non-mercury glass thermometers cater to traditional users who prioritize safety and cost-effectiveness, while multifunctional ear thermometers are favored by families with infants for their quick measurement capabilities [1] Product Launches and Services - Omron's new ear thermometer was launched on JD Health, featuring a no-ear-cap design, 1-second measurement, and high fever alerts, quickly gaining market attention [2] - JD Health offers various services for electronic thermometers, including same-day delivery and a 180-day exchange policy for PLUS members, addressing consumer needs during flu season [2] Industry Outlook - The policy-driven upgrade in health monitoring devices reflects an increase in public health awareness and indicates a trend towards professional and intelligent home health monitoring solutions [4] - JD Health is positioned as a key player in observing health consumption trends and aims to enhance the ecosystem of home health management through data insights and service innovations [4]